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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,563 | $89,364-65.8% | $141,177-78.4% | $72,983-58.1% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 6.97% | 111.86%-104.9pp | 71.40%-64.4pp | 81.01%-74.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,442 | $5,419-36.5% | $6,710-48.7% | $3,608-4.6% |
| Admin fee / account holder | $14,680 | $5,959+146.4% | $10,263+43.0% | $5,124+186.5% |